TWM

Titus Wealth Management Portfolio holdings

AUM $200M
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
-10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$738K
3
+$522K
4
TSLA icon
Tesla
TSLA
+$478K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$442K

Top Sells

1
+$1.26M
2
+$547K
3
+$522K
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$456K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$370K

Sector Composition

1 Technology 10.31%
2 Financials 4.52%
3 Consumer Discretionary 3.94%
4 Consumer Staples 3.27%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 10.08%
175,356
-4,599
2
$10.9M 7.78%
216,289
+14,644
3
$8.85M 6.32%
76,456
+360
4
$6.8M 4.86%
24,481
+295
5
$6.36M 4.54%
81,072
+30,697
6
$6.1M 4.35%
101,127
-38
7
$4.9M 3.5%
88,730
+565
8
$4.59M 3.28%
45,038
+3,090
9
$4.46M 3.18%
20,544
+429
10
$4.21M 3.01%
19,791
+136
11
$3.33M 2.37%
46,312
+249
12
$3.29M 2.35%
20,900
+260
13
$2.85M 2.03%
54,283
+1,241
14
$2.46M 1.76%
83,320
-15,430
15
$2.15M 1.53%
14,350
+451
16
$2.13M 1.52%
54,386
-712
17
$1.95M 1.39%
9,286
+346
18
$1.61M 1.15%
36,533
-347
19
$1.5M 1.07%
10,789
+311
20
$1.35M 0.96%
4,014
+6
21
$1.32M 0.95%
4,768
-23
22
$1.25M 0.89%
153,317
+12,500
23
$1.17M 0.83%
8,661
+75
24
$1.12M 0.8%
23,275
-26,300
25
$1.08M 0.77%
43,020
+11,670
1
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